Archives: Courses

Online One-Stop: Improving Efficiency and
Quality of Service

This event will teach you how to create an efficient web-based one-stop shop for enrollment services using technology to increase speed and efficiency. You will learn how Thomas Edison State College was able to build an award-winning online one-stop center from scratch using phone, email, and an online database while simultaneously ensuring that students didn’t feel disconnected from the institution.

Tracking Spending to Minimize Research Grant Audit Risk

Federal agencies are increasing staff and planning to conduct more audits on federal research money for grants and contracts in 2016. This webcast will show you how to apply data analytics to proactively manage and monitor your research compliance efforts. You will leave with a better means for reviewing costs that may be red flags in the event that your institution is audited.

Stewarding Your Annual Donors

Stewarding annual donors is notoriously difficult, but is also vital to retaining these donors. The key to stewarding these donors lies in using existing resources and opportunities to maximize your time, budget, and stewardship efforts. Watch this recorded online training to hear how the University of Tampa increased giving by 11% in their first year with intentional stewardship touches, without increasing their budget.

Elevating Your Parent Giving Program

Learn how one institution grew their parent giving by 50% to $2M in five years. Agenda Institutional Context Parent Program Structure Annual fund (unrestricted and designated to support opportunities) Parent programs and relationships across campus Parent development committee Welcome calls to incoming freshman/transfer families Communications Website community Welcome invitation to incoming families and for parent committee Parent guide Solicitations and appeals Committees Giving expectations (median, not minimum) Multiple opportunities for involvement (beyond tuition and annual fund donations) Goal of cultivation rather than only outward fundraising Results Parents of Alumni Development Lasting cultivation Results

Planned Giving Vehicles

Which planned gift vehicle is best for your top prospects? Agenda Planned giving vehicle benefits Tax implications Wealth allocation Essential planned gift vehicles with case study examples Revocable Gifts Bequests: wills/living trusts Retirement plan beneficiary POD assets/beneficiary deeds Life insurance beneficiary Irrevocable Gifts Life-income plans Life Estate Lead Trust Resource: Planned Giving Matrix Identifying the right donors Questions to ask (Resource: Strategic Questions) Key information needed Putting it into action: Donor profiles + gifts

Understanding the Essentials of Direct Assessment

Learn the implications that direct assessment can have for your institution’s accreditation and financial aid. Agenda Understanding direct assessment Competency-based education (CBE) Title IV provision allowing for financial aid Role of assessment in CBE Accreditation for CBE programs Financial aid for CBE programs Applying for approval under the “direct assessment†provision

Faculty Handbooks: 5 Common Problems and Recommended Solutions

When was the last time you updated your faculty handbook? Agenda A Brief Overview of Common Problems with Faculty Handbooks Outdated handbook models Contractual issues, costs, and morale implications Outline of Common Problems and Solutions Common problem #1: Inconsistent appointment letters and using handbooks as contracts Common problem #2: Failure to define essential terms Key terms to define Alignment with institutional policies Common problem #3: Inconsistent tenure standards, discipline/dismissal procedures, and appeal/grievance provisions Articulating key provisions Ensuring early intervention Consistency with shared governance Common problem #4: Unworkable/Obsolete/Illegal provisions including amendment limitations Streamlining the handbook Ensuring compliance with current laws Common Problem #5: Unnecessary or inappropriate material (including common provisions that should not be included in the handbook) Next Steps/Final Q&A Setting a schedule/timeframe Involving faculty

Practical Tactics for Building Academic Grit

Help students build their academic grit by identifying resiliency challenges and offering them practical solutions. Whether you are pointing students toward campus resources or coaching students directly, you will leave this training better able to promote success and persistence. You will learn interventions that you can start using immediately both in person and online to help students: Build self-efficacy in the classroom Improve faculty interaction skills Overcome life barriers Integrate into campus life and culture “Sue was very articulate and the flow of the webcast was excellent. I felt engaged and even though I have more than 10 years in higher ed, I took away new ideas.” Anne Marie Hodges, Chamberlain College of Nursing “It was very helpful! I especially appreciated the interactive activity. It was handled very well. Going through the specific questions or suggestions you might give to a student helped me ground the general advice that the presenter gave.” Carolina De la Rosa, Student Engagement Specialist, SUNY Plattsburgh

Integrating Annual Giving into Campaigns

Integrating annual giving throughout your campaign gives you the best chance to make the most of your donors’ potential and promote sustained annual giving following the campaign. Join us online to learn how to seamlessly incorporate your annual giving program throughout your current or upcoming campaign. Through examples of institutional best practices you will learn: Key strategies for growth and development in each campaign phase Cultivation and solicitation tactics for donors across giving levels Best practices for sustaining your success after your campaign closes

Conducting Internal Investigations in
Higher Education

Get the information you need to conduct efficient and effective internal investigations for complaints against faculty and staff. Whether you are new to internal investigations or new to higher education, join us online to walk through the process of what you must accomplish during an internal investigation. You will learn the necessities of internal investigations from an attorney and from a practitioner in higher education, including: What needs to be investigated, and who needs to be involved Critical components of every investigation Proper report-writing and documentation Communication strategies for internal and external parties Register for a recording of this webcast, and keep it in your training library to supplement your existing training of current and future investigators. Note: This program will not cover civil rights investigations related to Title IX.

Advancement FASB Fund Accounting and Reporting

More accurately report your institution’s fundraising efforts under FASB accounting standards. Agenda Understanding the intricacies of: IRS regulations CASE gift reporting and the legacy of old-style fund accounting Financial accounting Changes to gifts from a previous period Gift posting process (gift feed) Addressing difficult topics Restricted gift income Deferred gifts (CRATs, CGAs, and CRUTS) In-Kind gifts: Services vs. tangible property Insurance policies Pledges, payments, and outright gifts Attendee examples Partnering with your finance office for improved reporting Building a better relationship with your finance office counterparts Working within your finance office’s reconciliation process

Essential Reports for Donor Relations

Gain a better understanding of what data and reports you need to ensure that your donor relations efforts are targeted and successful. You will learn about the essential reports that every donor relations professional should have access to and understand fluently. You will also gain insight into how to leverage those reports to enhance your overall donor relations operation. Learn from Donor Relations Guru, Lynne Wester “I found that Essential Reports for Donor Relations provided a new perspective on information I use every day. Lynne’s presentation will inform ways I think strategically about my work in donor relations.” Chris Bicknell Marden, Associate Director/Stewardship Manager, Colby College “This webinar was full of easy ways to look at your donors and understand your areas that need improvement… This is an especially exceptional webinar for anyone just starting out in the donor relations world. I now have great ideas and the tools I need to hit the ground running.” Sarah Eimer, Director of Donor Relations, Emporia State University Foundation

Managing Student Activism

Learn how to balance students’ First Amendment rights with your institutional interest in maintaining a productive educational environment. Through case studies from real-life examples, you will get expert tips on how to effectively and appropriately address student activism in classrooms, on campus grounds, on social media, off campus, and more. Understanding the legal standards governing students’ rights and acceptable restrictions goes a long way toward protecting your students’ freedom and institution’s reputation. With public demonstrations and symbolic expressions continuing to rise on campus, you cannot afford to miss this training.

Managing and Supporting an Aging Workforce

Experienced academic and administrative employees are the pillars for many institutions in higher education. However, with many faculty and staff members working well into their 60’s and 70’s, administrators face the challenge of supporting an aging workforce while having the appropriate policies and procedures in place. Learn how to better balance the interests of your employees with the needs of your institution. This webcast will cover: Laws governing discrimination and how to remain in compliance Appropriate steps for dealing with diminishing capabilities Performance reviews, policies, and procedures

Improving Academic Literacy for
International Students

This online training will give you strategies for engaging faculty and staff to help international students build the skills that are essential for their academic success. You will gain ideas for providing targeted co-curricular academic literacy support to help students perform better in the classroom. You will learn how to: Identify barriers to students developing their academic literacy Build courses and services to support student development Engage faculty, staff, and the students themselves in the process Assess the impact of initiatives and learning

Using the Net Promoter® System in
Alumni Relations

This webcast will show you how you can use a Net Promoter® question on your alumni surveys to determine which investments bring your alumni closer to and more connected with your university. By adding one question to your existing alumni surveys, you can: Move beyond measuring engagement by attendance Resource programming that meets the needs of both your alumni and university Focus efforts on the segments of your alumni population that are “promoters” Make a distinction between satisfied and intensely loyal alumni Identify the elements of your programs that really matter Our expert instructor, Jennifer Lynham Cunningham, will demonstrate how she was able to incorporate a Net Promoter® question on her institution’s post-event and alumni attitudinal surveys. Jennifer will also share how to collect and analyze this data with easy-to-use and inexpensive tools.

Affinity-Based Programming and Giving

Affinity-based programming can increase alumni engagement, attendance at reunions and events, and giving. During this webcast, our expert instructor will show you a model for segmenting your alumni populations based on alumni interests that can work in tandem with your existing programming and solicitations. Join us online to learn how you can identify and form alumni affinities and interests to offer more targeted programming, deliver more relevant messaging, and conduct more effective fundraising. You will learn how Marquette University implemented an affinity-based fundraising model to execute: Successful affinity reunions Targeted career events Non-traditional donor programming

Complying with Section 702 of the Choice Act

You need to update processes for veteran students; what are you missing? Agenda Breaking Down Section 702 Interpreting the Choice Act Application of state laws Formalizing Procedures for Compliance Managing possible exceptions Updating data coding for student veterans Identifying verbiage to define the changes in your policies, procedures, processes, published information, and websites Next Steps Involving the appropriate on-campus parties Setting a timeframe/schedule Informing leadership, training, and planning Final Q&A

Accurately Reporting for the CASE Campaign and VSE Surveys

Are you ready to file your VSE report? Prior to the webcast please watch these two pre-webcast recordings that cover the fundamentals of CASE and VSE reporting, including: Separating reporting standards from donor recognition practices Contrasting the VSE and the campaign survey CASE standards vs. IRS rules: similarities and differences If you or your colleagues are new to CASE and VSE reporting, it is highly recommended that you review this material prior to the webcast: Pre-webcast recording #1 Pre-webcast recording #2 Agenda Overview of webcast recording The Voluntary Support of Education Survey (VSE) Breaking down the VSE survey, section by section The data miner Case study examples of tricky reporting situations The CASE Survey of Comprehensive Campaign Activity Breaking down the CASE survey, section by section The survey vs. local reporting Case study examples of tricky reporting situations